12 West Capital Management LP Portfolio Holdings

12 West Capital Management LP

  • $904 Million
  • Q4 2024

12 West Capital Management LP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $904 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Shake Shack Inc. with a value of $229M, Gds Holdings LTD with a value of $133M, Roblox Corp with a value of $119M, Toast, Inc. with a value of $112M, and Maravai Lifesciences Holdings, Inc. with a value of $63.2M.

Examining the 13F form we can see an decrease of $55.6M in the current position value, from $959M to 904M.

12 West Capital Management LP is based out at New York, NY

Below you can find more details about 12 West Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $904 Million
Consumer Cyclical: $364 Million
Technology: $301 Million
Communication Services: $119 Million
Healthcare: $101 Million
Consumer Defensive: $18.3 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $904 Million
  • Prior Value $959 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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